Gibbs Wealth Management Reduced Holdings in Q3 2025

Gibbs Wealth Management

  • $442 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-720
- 21.0%
$182.33 - $194.5 $131K - $140K
2.71K $527M
PJT
Pjt Partners Inc.

Financial Services
-987
- 16.27%
$165.08 - $188.27 $163K - $186K
5.08K $903M
VO
Vanguard Mid Cap ETF

ETFs
-419
- 23.38%
$279.83 - $293.74 $117K - $123K
1.37K $403M
IBN
Icici Bank LTD

Financial Services
-2.09K
- 22.75%
$30.23 - $34.41 $63.1K - $71.8K
7.09K $214M
ADP
Automatic Data Processing Inc

Industrials
-241
- 15.2%
$288.69 - $310.94 $69.6K - $74.9K
1.35K $395M
ADSK
Autodesk, Inc.

Technology
-356
- 15.14%
N/A
2K $634M
AMAT
Applied Materials Inc

Technology
-1.25K
- 16.5%
$156.25 - $204.95 $195K - $256K
6.33K $1.3B
TSCO
Tractor Supply CO

Consumer Cyclical
-2.16K
- 27.64%
$54.08 - $62.65 $117K - $135K
5.65K $321M
WFC
Wells Fargo & Company

Financial Services
-2.02K
- 9.33%
$77.05 - $85.16 $155K - $172K
19.6K $1.64B
PNR
Pentair PLC

Industrials
-1.35K
- 16.92%
$100.62 - $112.59 $136K - $152K
6.63K $735M
GILD
Gilead Sciences, Inc.

Healthcare
-724
- 13.41%
$108.22 - $120.47 $78.4K - $87.2K
4.67K $519M
MCK
Mckesson Corp

Healthcare
-126
- 26.36%
$659.01 - $772.54 $83K - $97.3K
352 $272M
PODD
Insulet Corp

Healthcare
-229
- 24.57%
$277.3 - $352.82 $63.5K - $80.8K
703 $217M
WSO
Watsco Inc

Industrials
-117
- 15.56%
$381.94 - $489.97 $44.7K - $57.3K
635 $257M
ARES
Ares Management Corp

Financial Services
-333
- 20.56%
$159.89 - $192.76 $53.2K - $64.2K
1.29K $206M
MS
Morgan Stanley

Financial Services
-1.27K
- 18.05%
$139.09 - $161.16 $176K - $204K
5.74K $913M
MNST
Monster Beverage Corp

Consumer Defensive
-1.66K
- 17.08%
$58.65 - $67.31 $97.1K - $111K
8.04K $541M
TDC
Teradata Corp

Technology
-2.52K
- 18.44%
$20.11 - $23.21 $50.6K - $58.4K
11.1K $240M
STE
Steris PLC

Healthcare
-298
- 23.58%
$221.21 - $252.43 $65.9K - $75.2K
966 $239M
APD
Air Products & Chemicals, Inc.

Basic Materials
-185
- 12.51%
$265.78 - $299.3 $49.2K - $55.4K
1.29K $353M
NVS
Novartis Ag

Healthcare
-713
- 18.31%
$113.5 - $129.73 $80.9K - $92.5K
3.18K $408M
AWK
American Water Works Company, Inc.

Utilities
-445
- 22.08%
$135.05 - $147.0 $60.1K - $65.4K
1.57K $219M
FIX
Comfort Systems Usa Inc

Industrials
-432
- 42.19%
$521.66 - $825.18 $225K - $356K
592 $489M
TDY
Teledyne Technologies Inc

Technology
-412
- 16.78%
$509.51 - $586.04 $210K - $241K
2.04K $1.2B
LYG
Lloyds Banking Group PLC

Financial Services
-15.8K
- 36.21%
$4.03 - $4.63 $63.6K - $73.1K
27.8K $126M
NDSN
Nordson Corp

Industrials
-384
- 17.08%
$209.25 - $227.98 $80.4K - $87.5K
1.86K $423M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-73
- 5.12%
$422.75 - $485.53 $30.9K - $35.4K
1.35K $584M
SEIC
Sei Investments CO

Financial Services
-455
- 13.31%
$84.85 - $93.8 $38.6K - $42.7K
2.96K $252M
MCD
Mcdonalds Corp

Consumer Cyclical
-317
- 8.37%
$291.67 - $316.99 $92.5K - $100K
3.47K $1.05B
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-2.24K
- 16.29%
$31.86 - $39.7 $71.3K - $88.9K
11.5K $382M
GD
General Dynamics Corp

Industrials
-840
- 17.56%
$293.92 - $341.0 $247K - $286K
3.94K $1.34B
PCG
Pg&E Corp

Utilities
-8.06K
- 12.95%
$13.0 - $15.73 $105K - $127K
54.2K $817M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.23K
- 15.44%
$36.04 - $38.78 $80.5K - $86.6K
12.2K $472M
Natwest Group PLC
-3.2K
- 21.39%
N/A
11.8K $167M
HD
Home Depot, Inc.

Consumer Cyclical
-327
- 14.21%
$357.4 - $423.42 $117K - $138K
1.97K $800M
CYBR
Cyber Ark Software Ltd.

Technology
-261
- 23.88%
$374.8 - $491.1 $97.8K - $128K
832 $402M
WMB
Williams Companies, Inc.

Energy
-816
- 4.92%
$56.52 - $64.01 $46.1K - $52.2K
15.8K $999M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-853
- 5.11%
$50.47 - $50.74 $43.1K - $43.3K
15.8K $803M
WEC
Wec Energy Group, Inc.

Utilities
-729
- 18.36%
$103.66 - $114.59 $75.6K - $83.5K
3.24K $371M
SM
Sm Energy CO

Energy
-1.8K
- 14.92%
$24.97 - $28.98 $44.9K - $52.2K
10.3K $256M
WMT
Walmart Inc.

Consumer Defensive
-896
- 9.16%
$94.4 - $104.27 $84.6K - $93.4K
8.89K $916M
NU
Nu Holdings Ltd.

Financial Services
-7.07K
- 21.86%
$11.92 - $16.3 $84.2K - $115K
25.3K $404M
SNA
Snap On Inc

Industrials
-206
- 21.87%
$313.01 - $346.53 $64.5K - $71.4K
736 $255M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-342
- 5.32%
$99.12 - $99.52 $33.9K - $34K
6.08K $605M
AVAV
Aero Vironment Inc

Industrials
-440
- 12.35%
$226.08 - $314.89 $99.5K - $139K
3.12K $984M
AXP
American Express CO

Financial Services
-134
- 13.23%
$294.27 - $342.31 $39.4K - $45.9K
879 $292M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-533
- 15.37%
$78.88 - $85.2 $42K - $45.4K
2.93K $245M
PTC
Ptc Inc.

Technology
-392
- 24.52%
$173.07 - $216.53 $67.8K - $84.9K
1.21K $245M
WM
Waste Management Inc

Industrials
-71
- 4.34%
$213.88 - $237.1 $15.2K - $16.8K
1.57K $346M
Activity Summary
Buys All Purchases 51 New Holdings 19 Increased Positions 32 Sells All Sells 273 Reductions 273 Sold out 0 Options Calls 0 Puts 0
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